By Alex Sirois
Publication Date: 2026-09-23 15:45:00
Broadcom’s latest earnings dropped a set of forward projections so aggressive that ignoring them starts to feel like a mistake. Here is why one investor keeps adding shares on every single paycheck.
I keep buying Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and the September 2 earnings report gave me another reason. Management unveiled VMware Private AI Cloud alongside numbers that read like a company pulling away from the rest of the AI infrastructure field.
Why I Keep Buying on Every Paycheck
Broadcom sells the picks and shovels of frontier AI: custom XPUs for the six labs that train the largest models, plus the networking silicon that stitches those chips into gigawatt-scale clusters. That combination generated $16.7 billion in AI semiconductor revenue in Q3 FY2026, up 221% year over year and 54% quarter over quarter. Guidance calls for $21.7 billion in Q4, up 236% year over year. CEO Hock Tan said Broadcom has “secured the supply to gain double AI revenue” to roughly…
